Milton Ezrati
Author
Milton Ezrati is a contributing editor at The National Interest, an affiliate of the Center for the Study of Human Capital at the University at Buffalo (SUNY), and chief economist for Vested, a New York-based communications firm. Before joining Vested, he served as chief market strategist and economist for Lord, Abbett & Co. He also writes frequently for City Journal and blogs regularly for Forbes. His latest book is “Thirty Tomorrows: The Next Three Decades of Globalization, Demographics, and How We Will Live.”
LATEST
China’s Pivot to the Global South Can Only Do So Much
Beijing has begun to consider a sharp pivot in its export strategy to the Global South. Such a move could help, but it cannot answer all China’s economic needs.
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China’s Slow Economy Seems Set to Go Even Slower in 2026
Despite Beijing’s stimulus efforts, China’s economy has slowed in recent months, and it seems set to go slower still in the new year.
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China Suffering From US Restrictions on Chip Exports
U.S. bans on advanced chips are affecting China and offering a parallel to Beijing’s threats to cut off rare earths, but both will likely lead to workarounds.
|
China’s Central Bank Supports Xi’s Ambitions Over Immediate Economic Needs
A recent report makes clear that the central bank has chosen to sacrifice China’s immediate monetary needs to support Xi Jinping’s goals.
|
China Takes Another Step in Its Effort to Dethrone Western Hegemony
Beijing adds to the list of ways it hopes to dethrone the dollar and U.S. economic and financial dominance.
|
G7 Commits to End China’s Monopoly on Rare Earths
The large economies of the G7 have decided to take steps that will end China’s rare-earth monopoly, but their efforts will take time.
|
Washington Moves to Weaken China’s Rare-Earth Leverage
Recognizing the leverage that Chinese dominance in rare earths gives Beijing, Washington has pulled out the stops to find alternative sources.
|
It Looks Like 2 Years at a Minimum Before Things Can Turn Around for China’s Property Sector
Although property developers are starting to reschedule their finances, it’s just the first step in addressing China’s ongoing property crisis.
|
China’s New Five-Year Plan Falls Far Short of the Economy’s Needs
The CCP’s new five-year plan carries more aspirations than practical measures to fix an ailing economy.
|
Chinese Bank Mergers: Another Sign of Economic and Financial Fragility
In an acknowledgment of China’s precarious financial situation, Beijing has begun to engineer a massive program of bank mergers, starting in Henan Province.
|
China’s Pivot to the Global South Can Only Do So Much
Beijing has begun to consider a sharp pivot in its export strategy to the Global South. Such a move could help, but it cannot answer all China’s economic needs.
|
China’s Slow Economy Seems Set to Go Even Slower in 2026
Despite Beijing’s stimulus efforts, China’s economy has slowed in recent months, and it seems set to go slower still in the new year.
|
China Suffering From US Restrictions on Chip Exports
U.S. bans on advanced chips are affecting China and offering a parallel to Beijing’s threats to cut off rare earths, but both will likely lead to workarounds.
|
China’s Central Bank Supports Xi’s Ambitions Over Immediate Economic Needs
A recent report makes clear that the central bank has chosen to sacrifice China’s immediate monetary needs to support Xi Jinping’s goals.
|
China Takes Another Step in Its Effort to Dethrone Western Hegemony
Beijing adds to the list of ways it hopes to dethrone the dollar and U.S. economic and financial dominance.
|
G7 Commits to End China’s Monopoly on Rare Earths
The large economies of the G7 have decided to take steps that will end China’s rare-earth monopoly, but their efforts will take time.
|
Washington Moves to Weaken China’s Rare-Earth Leverage
Recognizing the leverage that Chinese dominance in rare earths gives Beijing, Washington has pulled out the stops to find alternative sources.
|
It Looks Like 2 Years at a Minimum Before Things Can Turn Around for China’s Property Sector
Although property developers are starting to reschedule their finances, it’s just the first step in addressing China’s ongoing property crisis.
|
China’s New Five-Year Plan Falls Far Short of the Economy’s Needs
The CCP’s new five-year plan carries more aspirations than practical measures to fix an ailing economy.
|
Chinese Bank Mergers: Another Sign of Economic and Financial Fragility
In an acknowledgment of China’s precarious financial situation, Beijing has begun to engineer a massive program of bank mergers, starting in Henan Province.
|